Unclaimed
Zachary Steinmetz is a financial advisor with Fifth Third Securities, Inc., with experience in the securities industry since August 2013. Zachary Steinmetz is registered with FINRA and is a Registered Representative and Investment Advisor Representative. Zachary Steinmetz is licensed in 13 states. Zachary Steinmetz was previously employed by Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OH
08/18/2022 - Present
Fifth Third Securities, Inc. (LIBERTY TOWNSHIP OH)
OH
07/22/2019 - 08/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
OH
08/12/2013 - 07/24/2019
EDWARD JONES (WAYNESVILLE OH)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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